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“Backstop is very customizable…the client/marketing team has been able to build out our instance and do a lot with it. The support team is very responsive. The report builder has been extremely useful for our client team, and the ETK function even more so.”
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“With multiple PMs, we saw the benefit of having a centralized solution for investor management from the start. The system was very easy for everyone to get. There was no intensive training time, and we really appreciate all the help we got from the Backstop team as we were starting …
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“We’re considered an institutional player, and Backstop is definitely one of those functions that can make every group a better performer and further institutionalize our investment management program.”
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"Early on, the value of Backstop software came from making things we were already doing better. Now they’re helping us do things we hadn’t even contemplated or anticipated.”
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“Great relational database for information tracking, contact management, client management, distribution, and accounting.”
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“Backstop is an excellent platform for any institution within the financial services industry with a vast array of products and functionality and an excellent support team. I would highly recommend this product to any friend or colleague.”
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“Backstop’s core functionality is driven by relationships, and that is how our team works. Through Backstop, we can see performance numbers, cashflows, evaluations, and the like to better manage and develop each specific investor relationship.”
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“Focusing on building long-term relationships with managers has — over time — enabled us to take advantage of opportunities that are not available to other institutional investors.”
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“Follow up very responsive and creative with solutions. Client focused.”
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“It was very much a patchwork of analysis that constrained the ability of the very talented people to extract the conclusions that they required.”
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"The Backstop system has helped us grow and accomplish more than we ever realized we could.”
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“It is an excellent product, allowing us to effectively "mirror" our Trustee record keeping; which provides us the ability to reconcile and identify any potential errors and strengthens our level of assurance.”
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“Backstop is very user-friendly, intuitive, and has broad functionality. It is not just a great platform for contact information and a repository for all client engagement, but also useful in marketing campaign management and identifying suitable targets. In addition, the support provided is professional, informed, and readily available to assist …
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“By using Backstop, our managers can easily access financial information and analysis anytime when making investment decisions.”
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“At GFOS, we have always put our client interests at the heart of every investment decision we make. Backstop has empowered us with a better way to collaborate and synthesize critical information on a timely basis. Our experience has been very positive since day one, with the entire implementation process …